Axa Equitable Holdings Stock Buy Hold or Sell Recommendation
| EQH Stock | USD 37.01 0.45 1.23% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Axa Equitable Holdings is 'Strong Buy'. Macroaxis provides Axa Equitable buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EQH positions. The advice algorithm takes into account all of Axa Equitable's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Axa Equitable's buy or sell advice are summarized below:
Real Value 38.27 | Target Price 36.5 | Hype Value 37.1 | Market Value 37.01 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Axa Equitable Holdings given historical horizon and risk tolerance towards Axa Equitable. When Macroaxis issues a 'buy' or 'sell' recommendation for Axa Equitable Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
Axa |
Execute Axa Equitable Buy or Sell Advice
The Axa recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Axa Equitable Holdings. Macroaxis does not own or have any residual interests in Axa Equitable Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Axa Equitable's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Axa Equitable Trading Alerts and Improvement Suggestions
| Axa Equitable Holdings has about 4.28 B in cash with (863 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 15.03. | |
| Over 100.0% of the company shares are held by institutions such as insurance companies | |
| On 4th of March 2024 Axa Equitable paid $ 0.22 per share dividend to its current shareholders | |
| Latest headline from investing.com: Equitable Holdings COO Jeffrey Hurd sells over 360k in company stock |
Axa Equitable Returns Distribution Density
The distribution of Axa Equitable's historical returns is an attempt to chart the uncertainty of Axa Equitable's future price movements. The chart of the probability distribution of Axa Equitable daily returns describes the distribution of returns around its average expected value. We use Axa Equitable Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Axa Equitable returns is essential to provide solid investment advice for Axa Equitable.
| Mean Return | 0.20 | Value At Risk | -1.66 | Potential Upside | 2.12 | Standard Deviation | 1.21 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Axa Equitable historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Axa Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Axa Equitable is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Axa Equitable Holdings backward and forwards among themselves. Axa Equitable's institutional investor refers to the entity that pools money to purchase Axa Equitable's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Hsbc Holdings Plc | 2023-12-31 | 7.8 M | Conifer Management, Llc | 2023-12-31 | 7.6 M | Geode Capital Management, Llc | 2023-12-31 | 6.5 M | First Trust Advisors L.p. | 2023-12-31 | 6.2 M | Thornburg Investment Management Inc | 2023-12-31 | 5.4 M | Goldman Sachs Group Inc | 2023-12-31 | 5.2 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 4 M | Northern Trust Corp | 2023-12-31 | 4 M | Bank Of New York Mellon Corp | 2023-12-31 | 3.8 M | Vanguard Group Inc | 2023-12-31 | 38 M | Blackrock Inc | 2023-12-31 | 32.8 M |
Axa Equitable Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Investments | (8.2B) | (7.4B) | (11.6B) | (7.5B) | (8.2B) | (8.6B) | |
| Change In Cash | (64M) | 1.8B | (991M) | (907M) | 3.3B | 3.5B | |
| Net Borrowings | (906M) | 300M | (188M) | 104M | 119.6M | 125.6M | |
| Free Cash Flow | (309M) | (168M) | (876M) | (1.0B) | (980M) | (931M) | |
| Depreciation | 657M | 1.8B | 497M | 814M | 812M | 570.1M | |
| Other Non Cash Items | (3.7B) | (3.7B) | (3.6B) | (2.5B) | 1.2B | 1.3B | |
| Capital Expenditures | 93M | 107M | 120M | 167M | 117M | 121.1M | |
| Net Income | (1.4B) | (349M) | (24M) | 2.0B | 1.3B | 729.9M | |
| End Period Cash Flow | 4.4B | 6.2B | 5.2B | 4.3B | 9.1B | 6.2B | |
| Change To Netincome | 865M | (1.1B) | 1.5B | (2.8B) | (3.2B) | (3.1B) | |
| Dividends Paid | 285M | 350M | 375M | 374M | 381M | 292.5M | |
| Change Receivables | (146M) | (401M) | (1.1B) | (1.1B) | (995.4M) | (945.6M) |
Axa Equitable Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Axa Equitable or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Axa Equitable's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Axa stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.15 | |
β | Beta against NYSE Composite | 0.50 | |
σ | Overall volatility | 1.21 | |
Ir | Information ratio | 0.09 |
Axa Equitable Volatility Alert
Axa Equitable Holdings has relatively low volatility with skewness of 0.03 and kurtosis of -0.21. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Axa Equitable's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Axa Equitable's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Axa Equitable Fundamentals Vs Peers
Comparing Axa Equitable's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Axa Equitable's direct or indirect competition across all of the common fundamentals between Axa Equitable and the related equities. This way, we can detect undervalued stocks with similar characteristics as Axa Equitable or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Axa Equitable's fundamental indicators could also be used in its relative valuation, which is a method of valuing Axa Equitable by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Axa Equitable to competition |
| Fundamentals | Axa Equitable | Peer Average |
| Return On Equity | 0.38 | -0.31 |
| Return On Asset | 0.0023 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | (0.57) % | (5.51) % |
| Current Valuation | 13.04 B | 16.62 B |
| Shares Outstanding | 327.62 M | 571.82 M |
| Shares Owned By Insiders | 0.47 % | 10.09 % |
| Shares Owned By Institutions | 99.53 % | 39.21 % |
| Number Of Shares Shorted | 4.25 M | 4.71 M |
| Price To Earning | 3.79 X | 28.72 X |
| Price To Book | 11.00 X | 9.51 X |
| Price To Sales | 1.14 X | 11.42 X |
| Revenue | 10.53 B | 9.43 B |
| Gross Profit | 5.41 B | 27.38 B |
| EBITDA | 2.21 B | 3.9 B |
| Net Income | 1.3 B | 570.98 M |
| Cash And Equivalents | 4.28 B | 2.7 B |
| Cash Per Share | 15.03 X | 5.01 X |
| Total Debt | 4.65 B | 5.32 B |
| Debt To Equity | 0.71 % | 48.70 % |
| Current Ratio | 2.58 X | 2.16 X |
| Book Value Per Share | 3.26 X | 1.93 K |
| Cash Flow From Operations | (863 M) | 971.22 M |
| Short Ratio | 1.43 X | 4.00 X |
| Earnings Per Share | 3.48 X | 3.12 X |
| Price To Earnings To Growth | 1.71 X | 4.89 X |
| Target Price | 41.33 | |
| Number Of Employees | 8.5 K | 18.84 K |
| Beta | 1.4 | -0.15 |
| Market Capitalization | 11.98 B | 19.03 B |
| Total Asset | 266.8 B | 29.47 B |
| Retained Earnings | 10.24 B | 9.33 B |
| Annual Yield | 0.02 % |
Note: Disposition of 7763 shares by Jeffrey Hurd of Axa Equitable at 36.0466 subject to Rule 16b-3 [view details]
Axa Equitable Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Axa . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 33865.33 | |||
| Daily Balance Of Power | 0.5769 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 36.95 | |||
| Day Typical Price | 36.97 | |||
| Price Action Indicator | 0.28 | |||
| Period Momentum Indicator | 0.45 |
About Axa Equitable Buy or Sell Advice
When is the right time to buy or sell Axa Equitable Holdings? Buying financial instruments such as Axa Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 5.1B | 5.2B | 4.7B | 4.0B | Total Assets | 292.3B | 252.7B | 266.8B | 271.6B |
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In addition to having Axa Equitable in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Axa Equitable Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
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When running Axa Equitable's price analysis, check to measure Axa Equitable's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Axa Equitable is operating at the current time. Most of Axa Equitable's value examination focuses on studying past and present price action to predict the probability of Axa Equitable's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Axa Equitable's price. Additionally, you may evaluate how the addition of Axa Equitable to your portfolios can decrease your overall portfolio volatility.
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Is Axa Equitable's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Axa Equitable. If investors know Axa will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Axa Equitable listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.961 | Dividend Share 0.88 | Earnings Share 3.48 | Revenue Per Share 30.037 | Quarterly Revenue Growth (0.01) |
The market value of Axa Equitable Holdings is measured differently than its book value, which is the value of Axa that is recorded on the company's balance sheet. Investors also form their own opinion of Axa Equitable's value that differs from its market value or its book value, called intrinsic value, which is Axa Equitable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Axa Equitable's market value can be influenced by many factors that don't directly affect Axa Equitable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Axa Equitable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Axa Equitable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Axa Equitable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.